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REIT Holdings

Offering liquidity and diversification

Our REIT Strategy

  • FWHRE invests into substantial, diversified REITs to maintain liquidity.
  • REITs contribute substantially to the liquidity of FWHRE in that they are readily traded on first world stock exchanges.
  • The REITs chosen for FWHRE are all market leaders which are committed to dividend payments.
  • The REIT portfolio in FWHRE has geographical diversification, as well as sectoral diversification, with an emphasis towards distribution type property.

The current REIT portfolio
is summarised in the
table below:

Security Gross Dividend Yield Market Cap Index Property Sector Exposure
Segro PLC 3.6% £10.9bn FTSE 100 100% Industrial (warehousing / logistics)
LondonMetric Property PLC 5.3% £1.8bn FTSE 100 44% Distribution, 21% Entertainment & Leisure, 16% Convenience, 16% Education & Healthcare, 3% Other
Tritax Big Box REIT PLC 5.1% £3.2bn FTSE 250 92% Logistics, 8% Non-Strategic
Urban Logistics REIT PLC 6.7% £0.5bn FTSE 250 100% Urban Logistics
Figures as at 31 March 2024